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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,096 | $48,284+99.0% | $67,524+42.3% | $80,911+18.8% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.6%+30.2pp |
| Annual return | 12.85% | 18.27%-5.4pp | 3519.41%-3506.6pp | 35.63%-22.8pp |
| Employer contribution / active EE | $2,833 | $2,021+40.2% | $2,734+3.6% | $2,756+2.8% |
| Participant deferral / active EE | $6,218 | $2,927+112.5% | $4,001+55.4% | $4,297+44.7% |
| Admin fee / account holder | $146 | $3,688-96.0% | $4,001-96.4% | $6,935-97.9% |